Market Note September 2016

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2016 has been a demanding year for markets and as I write there remains quite a lot of short term caution. Retail Investors in the UK have been redeeming heavily in the first half of 2016. The challenge for them will be when to put the money…

Have we got news for you

WORD ON THE STREET We are still delighted by the news of our shortlisting for the 2016 Growth Investor Awards, but that has not been the only newsworthy occurrence to come out of the last six months, so we thought we’d fill you in…Firstly,…

A week down the line…

INVESTMENT DIRECTOR, ERIC WOODWARD'S THOUGHTS POST-BREXIT It is now one week since financial markets had the shock of dealing with an exit vote and we feel it is important to update you with our reflections on last week’s moves in the markets. The…

BREXIT: First Thoughts

INVESTMENT DIRECTOR, ERIC WOODWARD'S VIEWS ON EU REFERENDUM OUTCOME Whatever your views on BREXIT, the politicians have delivered us all a period of uncertainty and the implications of this vote will be far reaching and long lasting. Short…

Unpacking the 2016 Budget…

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So, Wednesday was the long awaited sixth Budget from Mr Osborne. He didn’t make the changes to pension tax relief that we had been expecting and largely left pensions alone – for now. As you know, the main change from the last Budget was…

Market Update – 16 February 2016

INVESTMENT DIRECTOR, ERIC WOODWARD'S VIEWS ON CURRENT MARKET CONDITIONS The markets have had one of their worst starts to a calendar year for several years. There are once again very large price swings taking place in both directions, however,…

End of Tax Year Planning

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We are getting in a little earlier this year to make sure that you are aware and are using all of the tax efficient allowances available to you. There are some big changes coming up in April and you may need some time to do a bit of planning. First…

December Newsletter

Firstly, I would like to wish all of you a very Happy Christmas and a healthy 2016. I hope you all have a good break and are able to over indulge appropriately. The office will be closed for Christmas from lunchtime on Thursday, 24th December…

Market Update – 24 November 2015

Further to the investment note we issued in August 2015, following a significant sell-off,  it does now appear that market nerves have been calmed somewhat. However, the markets have shifted their focus from China to the USA, where there is…
What to do in Marylebone

Are you covered?

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IS YOUR GENERAL INSURANCE FIT FOR PURPOSE? Do you remember the old fashioned insurance broker where you actually get to know the person at the end of the phone? Where the service is bespoke and not the outcome of a selection of tick boxes and…

Word on the street…

Following a rather calm Summer in the office (possibly because most of the staff were off on one adventure or another), October has brought about a flurry of activity and excitement which we wanted to share with you. Firstly, we are pleased…

Pension Contribution Changes

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This might be the last year that you can make a significant pension contribution. You may be affected and you should seek our advice immediately. There have been changes made to the amount of pension contributions that you can make in the…